Dock Street Asset Management’s Intuit INTU Stock Holding History

Dock Street Asset Management’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,339	Closed	-$4.74M	–	43
2023 Q2	$4.74M	Sell	10,339 -20	-0.2%	-$8.76K	0.82%	26
2023 Q1	$4.62M	Buy	10,359 +657	+7%	+$270K	0.9%	27
2022 Q4	$3.78M	Buy	9,702 +652	+7%	+$259K	0.87%	28
2022 Q3	$3.5M	Buy	+9,050	New	+$3.91M	0.84%	29
2022 Q1	–	Sell	-363	Closed	-$233K	–	74
2021 Q4	$233K	Buy	+363	New	+$224K	0.04%	69

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dock Street Asset Management's INTU Position: Q3 2023 in Review

Dock Street Asset Management sold out of Intuit (INTU) in Q3 2023, closing a stake of 10,339 shares — an estimated $4.74M sold.

Dock Street Asset Management first reported a position in INTU in Q4 2021 and held it in 5 quarters. The position peaked at $4.74M in Q2 2023. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

Dock Street Asset Management reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
Dock Street Asset Management sold 10,339 Intuit shares in Q3 2023, an estimated $4.74M.
Dock Street Asset Management first reported a position in Intuit in Q4 2021 and held it in 5 quarters.
Dock Street Asset Management's Intuit position peaked at $4.74M in Q2 2023.
1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Dock Street Asset Management's 13F filing for Q3 2023, filed 30 Oct 2023.